Trevor Stewart Burton

Trevor’s Recent activity

Sara and John Fisher are in their mid-50s. Their professional careers are successful and they've amassed about $5 million in assets. While they could keep working, they're ready for something new. They want to start...

Private equity is a hot investment these days. And while you may be referring your ultra-high-net-worth clients to established private equity firms, don't be surprised if a wealthy client asks you for advice on a...

One of the most financially attractive exit strategies for the owner of a closely held business is to sell his company stock to an employee stock ownership plan (ESOP). An ESOP-assisted buyout can serve as a...

The Institute for Private Investors' annual Family Performance Tracking surveys have found over the past few years that most high-net-worth investors have been achieving overall reasonable benchmark returns. Yet the...